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Topic:
Client Services
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Tax Efficient Ways to Gift
Although some of these strategies may be changed or repealed if the proposed tax law changes that impact estate and gift taxes are passed, there are several ways you can gift to ultimately lower the value of your estate or tax liability for the year. Make gifts outright to anybody The annual gift-tax exclusion is…
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Credit Card Benefits
Credit cards can come with significant benefits, many of which are commonly overlooked. As significant value can be derived from credit card benefits, it’s important to understand the benefits both of currently owned credit cards and potential new and better credit cards. Having the best credit card for personal use and taking advantage of everything…
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Estate Planning for Online Accounts & Digital Media
We tend to overlook the amount of information and possible assets we have located on the web – social media and networking websites (Facebook, Instagram, LinkedIn), frequent flier miles, online credit card and bank accounts, subscriptions, photos, etc. What happens to all of this information and store of value when we pass away? Most family…
